Irvine, CA Office

Frederick Chang is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Pacific Life Insurance Company for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies and fund-of-funds.

Amit Patel is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Fidelity Investments and has previous experience at JP Morgan Chase Bank, Merrill, and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Thinh Nguyen is a financial advisor with Fidelity, holding a Series 66 designation and 21 years of industry experience. Prior to joining Fidelity in 2021, he worked at Wells Fargo Funds Management and Wells Fargo Funds Distributor from 2005 to 2017, and at Integrity Funds Distributor, LLC from 2019 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Ken Jo is a CFP® credentialed financial advisor at Fidelity with five years of industry experience. His prior roles include positions at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Irvine IHC Inc. He is currently with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Romik Arakelian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he partners with clients to help create and implement financial plans designed to grow, protect, and transfer their wealth. Prior to joining Fidelity Investments, Romik worked as a Business Banking Specialist at Wells Fargo from 2009 to 2014. He has been active in the financial services industry for over a decade. Romik holds a California Insurance License.

Autumn Kim is a Planning Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as a Central Relationship Manager from 2022 to 2025 and as a Relationship Manager from 2020 to 2022 within the same organization. Her professional approach centers on building trust and understanding her clients' goals and values, with a focus on collaborative financial planning. Autumn is licensed in insurance in California.

Lily Kim is a financial advisor at Fidelity with nine years of industry experience and holds Series 66 and Series 63 designations. She has worked at Fidelity Investments since 2020 and previously spent five years as a homemaker. Kim serves as the financial secretary for Santiago Hills Elementary School’s PTA, handling fund collection and recordkeeping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment products and model portfolios.